Business & FinanceOn site
Private Wealth Investment Management Specialist
Bank of AmericaChicago, IL
$62,000–108,000/yr
Posted Oct 5, 2026
What you’d do
Support Merrill financial advisors and their client teams in wealth management, helping clients with retirement, education, and legacy planning. Full time role in Chicago requiring state registrations and firm-approved designations. Found on the employer's careers page on Oct 18, 2026. Apply through the link.
You’ll need
- Series 7, 63/65 or 66 or equivalent
- Obtain all state registrations held by supported advisors
- SAFE Act Registration; ADV-2B required
- Obtain and/or maintain a firm-approved designation
- Strong communication skills
Our summary of the listing. The full listing has the details.